Change Custom Fields on a Registration Form

Registration Forms

Change Custom Fields on a Registration Form

Cogran provides extensive options for custom fields on the registraiton forms. These field can be used to gather information in several ways. By default, Custom fields are fill-in-the-blank, and Question fields are, by default, checkboxes.

Custom fields can be adjusted to have lookups, with answers in the form of drop-down boxes. Questions can be adjusted to have only one option, yes/no.

To make these updates, follow these instructions:

Step One: Update the Registration Form

  • Back office>Front Page, Cards, and Media Library
  • Registration Form Designer
  • Select the form to update:
    • Account Profile
    • Registration – Participant Contact
    • Registration – Prime Contact
    • Reservation (Facility) – Participant Contact
    • Reservation (Facility) – Prime Contact
  • Change to grid view for quicker updates
  • Scroll to the Custom Field to update
  • Under the field lookup name, select a lookup from the list. For ease of use, it is recommended to select the same lookup name as the field being updated. For example, for field Custom1, it is recommended to select Custom1 User Defined Lookup Name
  • In the grid there is no need to save.

Step Two: Update the Dropdown/Lookup

Backoffice>Forms, Lookups, and Email Templates

  • Dropdown Box Lookup Options
  • Search for the Lookup to edit. Use an % to create a wildcard search, or simply press search to “search all” without filtering.
  • A form loads. To refine results, filter within the list by entering information such as Custom01.
  • When the results load, select a Drop Down Box Lookup to edit by clicking the edit pencil.
  • Fill out the form:
    • List Code: The field List Code MUST be unique. Use a letter or two. For example, if your list content will be Cogran Systems, CS is a useful code to choose.
    • List Description: Enter the information that will display to the public during registratration
    • Display Sequence: To order this information by sequence, enter a number to order the list. (By default, the list will be alphabetical).
  • Save

Repeat for each item in the list.

TIP: Sequence can be very important for lookup content. To impact the display sequence, after updating the list, click the accordian listing “Drop Down Box Lookup Options”.

  • Click the edit pencil.
  • A form loads.
  • On the field labeled, Order By, choose the desired order for the list.
  • Database order:
    • Displays in the order listed in the database
    • Code: Display alphabetically according to the code
    • Description: Displays alphabetically by the list item name
    • Sequence: Displays by the number entered into the field Sequence